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BNY Mellon Nat Resources I (DLDRX) - free report >>
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BNY Mellon Nat Resources I (DLDRX) - free report >>
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
BNY Mellon Natural Resources I (DLDRX - Free Report) : 0.91% expense ratio and 0.75% management fee. DLDRX is a Sector - Energy mutual fund, which encompasses a wide range of vastly changing and vitally important industries throughout this massive global sector. With annual returns of 16.83% over the last five years, this fund is a winner.
Fidelity Fund K (FFDKX - Free Report) is a stand out amongst its peers. FFDKX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With five-year annualized performance of 11.14%, expense ratio of 0.37% and management fee of 0.31%, this diversified fund is an attractive buy with a strong history of performance.
JPMorgan Large Cap Growth R2 (JLGZX - Free Report) : 1.19% expense ratio and 0.45% management fee. JLGZX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With a five-year annual return of 14.95%, this fund is a well-diversified fund with a long track record of success.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.